Bio
Experience
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KYC Associate IV
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Dec 2022 - Present
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United States
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Banking
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700 & Above Employee
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KYC Team Lead - SVB
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May 2022 - Dec 2022
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KYC Associate - SVB
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Aug 2020 - Jun 2022
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Silicon Valley Bank
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Newton, MA
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Client Services Advisor
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Mar 2018 - Apr 2020
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Newton, MA
Primary technical troubleshooting contact for Silicon Valley Bank commercial bank clients. Accountable for navigating, identifying and researching technical, service related and/or operational client issues for all commercial bank products and channels. Proactively provide client feedback on prod...
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Manager
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Jul 2009 - 2019
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ALLSOURCEPPS, INC.
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Newton, MA
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Client Service Advisor
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Oct 2017 - Mar 2018
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Newton, MA
Contractor. Primary technical troubleshooting contact for Silicon Valley Bank commercial bank clients. Accountable for navigating, identifying and researching technical, service related and/or operational client issues for all commercial bank products and channels. Proactively provide client feed...
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Program Mgr, Enablement
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Jun 2004 - Feb 2009
CommunicationsWeb page managementSales EnablementMedia LibrariesEnd of quarter processSales OperationsLiaison between the sales team, Techline and CSOBusiness Partner claims
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Sr. Staff Administrator, Sales
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Nov 1996 - Jun 2004
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Office Manager
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Jun 1996 - Nov 1996
Accounts Payable/ReceivablePayrollManage ReceptionistBookkeepingManage HR recordsConduct new hire orientationAssist in proposal writing/preparation
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Marketing & Financial Assistant
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1991 - 1995
Promotional material and proposal writing Assist in proposal planning Proposal preparation Coordination of subcontractor billings Prepare invoicing for Central Artery/Tunnel project Consult with Bechtel Parsons Brinkerhoff representatives
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Education
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1989 - 1991Assumption College
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1990 - 1990Richmond, The American International University in London
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Saint Anselm College
Suggested Services
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Industry Focus. “Business and Professional Services”
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References
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